Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in SCHW held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 134.4M | $12.40B | +0.9% | 7.729% | 0.18% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 107.3M | $9.90B | -0.9% | 6.171% | 0.21% |
| 3 | DODGE & COX | 77.0M | $7.10B | +2.6% | 4.426% | 3.72% |
| 4 | STATE STREET CORP | 73.2M | $6.75B | +0.6% | 4.208% | 0.10% |
| 5 | JPMORGAN CHASE & CO | 49.2M | $4.45B | -33.4% | 2.827% | 0.25% |
| 6 | FMR LLC | 44.3M | $4.08B | +24.0% | 2.545% | 0.18% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 37.3M | $3.43B | -3.6% | 2.144% | 0.18% |
| 8 | FRANKLIN RESOURCES INC | 36.5M | $3.37B | +14.6% | 2.097% | 0.73% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 26.9M | $2.48B | +1.2% | 1.546% | 0.11% |
| 10 | PRIMECAP MANAGEMENT CO/CA/ | 25.1M | $2.32B | +7.2% | 1.444% | 1.37% |
| 11 | HARRIS ASSOCIATES L P | 24.2M | $2.23B | +10.9% | 1.392% | 2.96% |
| 12 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13.4M | $2.13B | -8.0% | 0.768% | 0.68% |
| 13 | MORGAN STANLEY | 22.8M | $2.10B | +3.5% | 1.311% | 0.11% |
| 14 | NORGES BANK | 22.7M | $2.09B | — | 1.303% | 0.21% |
| 15 | Fisher Asset Management, LLC | 22.0M | $2.03B | -1.2% | 1.262% | 0.60% |
| 16 | Artisan Partners Limited Partnership | 18.9M | $1.75B | +8.5% | 1.089% | 2.77% |
| 17 | BANK OF AMERICA CORP /DE/ | 16.0M | $1.48B | +2.4% | 0.920% | 0.10% |
| 18 | NORTHERN TRUST CORP | 16.0M | $1.47B | -2.5% | 0.917% | 0.17% |
| 19 | GOLDMAN SACHS GROUP INC | 13.8M | $1.28B | +5.6% | 0.796% | 0.11% |
| 20 | Invesco Ltd. | 13.1M | $1.21B | -22.8% | 0.753% | 0.10% |
| 21 | AMERIPRISE FINANCIAL INC | 12.5M | $1.16B | +42.8% | 0.720% | 0.23% |
| 22 | UBS Group AG | 12.5M | $1.15B | +68.4% | 0.716% | 0.15% |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 11.8M | $1.09B | -0.3% | 0.681% | 0.20% |
| 24 | BAMCO INC /NY/ | 11.7M | $1.08B | +56.1% | 0.670% | 1.61% |
| 25 | ALLIANCEBERNSTEIN L.P. | 11.2M | $1.06B | -10.4% | 0.645% | 0.35% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SCHW — a direct measure of their conviction.
Filings activity in SCHW during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new SCHW position in Q2 2026
Institutions that fully closed their SCHW position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,326 | +0.3% | 84.25% | +2.02 pp | $129.84B | 0.4% |
| Q1 2026 | 2,318 | +1.9% | 82.23% | 2.62 pp | $130.34B | 6.7% |
| Q4 2025 | 2,275 | +6.8% | 84.85% | 0.58 pp | $139.70B | +4.3% |
| Q3 2025 | 2,131 | +1.3% | 85.43% | 2.17 pp | $133.93B | +4.1% |
| Q2 2025 | 2,103 | +6.6% | 87.60% | +2.77 pp | $128.63B | +21% |
| Q1 2025 | 1,973 | +3.1% | 84.83% | 1.70 pp | $106.56B | +3.5% |
| Q4 2024 | 1,914 | +6.9% | 86.53% | +1.45 pp | $102.97B | +18% |
| Q3 2024 | 1,791 | — | 85.08% | — | $87.58B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as a key fundamental indicator because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 28, 2026 | Wurster Richard A | Buy | 22K | $84.23 | $1.8M |
Quick answers to the most common questions about buying SCHW stock.
Based on Q2 2026 13F filings, institutional ownership of The Charles Schwab Corporation stands at 84.3%, held across 2,326 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SCHW, with approximately 134,414,949 shares worth $12.40B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of SCHW, including Fisher Asset Management, LLC.
Our composite Smart Money Score for SCHW is 58 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
144 institutions opened new positions in SCHW during Q2 2026, while 159 fully exited. 687 added to existing positions and 1,411 trimmed.
SCHW institutional ownership rose by 2.02 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 43.4% of all reported 13F value in SCHW, and the top 25 account for 61.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The Charles Schwab Corporation (SCHW) Institutional Ownership